Sidley Austin Llp Savings And Investment Plan
Sponsored by Sidley Austin Llp · EIN 364474078 · Plan #100
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 3,442
- With balances
- 5,876
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Composition Wealth, Llc CRD 143483 | deterministic · 100% | 2024 |
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | fuzzy_auto · 97% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Cibc Private Wealth Advisors, Inc. CRD 109644 | fuzzy_auto · 99% | 2024 |
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
| Svb Wealth Llc CRD 172832 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Focus Partners Wealth, Llc CRD 159289 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Recordkeeping fees | $217,495 |
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $205,701 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $48,980 |
| Kpmg Llp | Accounting, Direct payment from the plan | $44,400 |
| Mercer Investment Consulting Inc | Investment advisory (plan), Direct payment from the plan | $23,741 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $22,954 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $21,670 |
| Composition Wealth Llc | Investment advisory (participants), Direct payment from the plan | $18,670 |
| Rappaport Reiches Capital Mgmt | Investment advisory (participants), Direct payment from the plan | $13,265 |
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $11,237 |
| William Blair Investment Mgmt | Investment advisory (participants), Direct payment from the plan | $10,754 |
| Clifford Capital Partners Llc | Investment advisory (participants), Direct payment from the plan | $8,729 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $7,499 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $7,496 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $7,034 |
| Cibc Private Wealth Advisors I | Investment advisory (participants), Direct payment from the plan | $6,451 |
| Mai Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $6,028 |
| Svb Wealth Llc | Investment advisory (participants), Direct payment from the plan | $5,300 |
| Wells Fargo Advisors | Investment advisory (participants), Direct payment from the plan | $5,213 |
| Focus Partners Wealth Llc | Investment advisory (participants), Direct payment from the plan | $5,110 |